Store PIQ PDFs and update onboarding trackers for teams
Store PIQ PDFs and update onboarding trackers for teams
Your PIQ form submissions sit unfiled, delaying onboarding and review. The workflow uploads the PIQ PDF, updates trackers, and routes files to coordinators same day.
Workflow preview:
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Overview
When PIQs sit unfiled your onboarding pipeline grinds to a halt; this flow captures submissions, stores them as named PDFs, and updates your onboarding trackers automatically. That removes manual file handling and gets coordinators complete files the same day.